Avis clients sur Suralink

Suralink is super easy to use and instruct clients on - literally a drag and drop system. It tracks all movements in each request, has notes to go between you and the client, and is fully encrypted. Going from the old sharefile system or email system with excel sheets to this for our PBC list has been a complete game changer!! I have clients in India, a full 12 hour difference, and this has completely changed the communication issues we've had. I can reject an item, put in a comment, and they immediately see that I have done so and correct it. I can't tell you how many clients have commented how much they love it too!

Occasionally, the software goes down, and the software relies on the internet, which can be patchy in spots. Support is always quick to get up and running as soon as possible.

Everything works well, sometimes need more time to load.

Sometimes I couldn't download the firm upload files

The software overall has been useful for organization purposes and tracking requests better. We like that we are able to import and export our client assistance request list which makes it extremely portable and easy to revise, tailor into outstanding items lists, etc. Being able to link files to requests has been helpful because the client does not always name files that are intuitive.

1) Better onboarding for clients specifically in regards to their notifications. We often have to email our clients for them to know that information has been added/changed, etc. within Suralink. Their set-up does not seem to be intuitive.
2) Possible additional use of colors to quickly identify changes or new items to requests, particularly if those requests had been previously marked accepted. (Sometimes our clients inadvertently upload additional information to completed requests.)
3) In relation to #2, the timeline is useful but sometimes overwhelming, particularly on bigger jobs. It would be helpful if we could clear the timeline of processed items to only see new notifications. We realize you can mark them as processed, etc.; however, they still show up and that can be confusing.

My favorite thing about Suralink is that the client and everyone on the engagement team can see exactly what has been provided so far in real time. This significantly cuts down on the thing that clients hate the most, which is when auditors ask for a schedule that they have already provided.

This is not really the software's fault, but new clients are hesitant to change what they've always done with audits. They are scared of change and don't want to spend the time to learn the software, so there is usually some "pushing" that needs to be done to convince a new client to use Suralink.

I love the organization that is brings for all of our files and comments. I also like the instant ability to see comments and items uploaded by a client. It has made so many of my jobs easy and made it much easier to find client files. It is very user friendly which makes it easy when I am training my clients on how to use the software. I like that I can restrict access to certain requests from employees of my clients as well as my clients feel more secure about using the site.

It would be nice if I could assign an entire category or subcategory to people without having to assign the individual requests.

Suralink is a great piece of software. If everyone commits to using it, it allows auditors to be much more efficient and effective on keeping track of PBC lists, and allow clients to see what is open. This holds everyone accountable, and allows for much less back and forth between auditors and their clients. I also appreciate the fact that it is customizable, and the PBC lists can be customized according to the wants and desires on both sides of the table. Honestly, it would be hard to go back to excel based PBC lists.

The only real problem with Suralink is the hesitation with certain clients on using it. It can be intimidating to them, and so, clients will not always take to it's use. There are also some small areas that I would like to be able to further customize, but it's nothing I can't deal with.

We and our clients are always on the same page with the status of open items.

The only place this product falls short is a way of communicating new or returned requests to a client on an hour by hour or minute by minute basis. When using the product in conjunction with rapid requesting and answering our client's get lost in seeing what new items are added. The "timeline" tools doesn't work well when dozens of updates are happening every hour. Would be great if there was a way for a client to see what is new since their last login, perhaps filtering by new or returned requests, new files provided, accepted requests, etc.

It's easy to use and works great, and it's very easy to learn. It would also be nice if it integrated with iChannel

I use this software and since then I haven't found any disadvantages

What's not to love? It's intuitive and easy to use and provides a central location where files can be shared securely. I love that all parties can see when requests are generated, files are uploaded or downloaded, and messages left. I've been using Suralink for five years and there is nothing I would like it to have that it doesn't have. Request a demo and you'll see the value I'm talking about in 30 seconds.

Nothing. It's the best product on the market. If your Firm isn't using it you need to get it.

I liked the easy interface and it is very user friendly. I am able to delegate certain tasks to others as well as restricting viewing options for sensitive data. Visually, this software shows how far along a client has fulfilled requests and one can gain a sense of the client's readiness. Also, this software tracks all activity (client and firm) which is extremely useful.

It can be a bit confusing on how to upload/delete files when you're first learning the software. Also, because its cloud-based, if there are any internet issues, you cannot access the account but that is typically a minor issue.

Ease of use, notifications, up to the minute status, our client's satisfaction

Nothing that we don't like. Future enhancements such as a client portal for copies of final products and a tool to email items quickly and securely would help use eliminate the use of other tools and use Suralink for these items. It would be a big win for our clients as well.

It is very user friendly. It has helped tremendously with becoming more efficient with our audit engagements. The entire audit team has access to all of the requests so we are not constantly bugging the client for the same items. Also I love the time/date stamps on everything because it has helped us with our hard meetings when clients are frustrated on timing. MAny times we refer back to when we requested items vs when they delivered.

I really have no cons to the software. It has really been a great tool for us.

The part I like most about Suralink is its ease of access and simple-to-use functionality for both auditors and clients alike. It's really helped to simplify the PBC process and create efficiencies.

The part I like the lease about the software is the fact that, when you rollforward a request list, it does not rollforward the dates in the requests themselves. Other than that, I do not have any qualms with the software!

I love that you are able to lock/assign requests and the overall organizational capabilities of each grouping/section of an engagement.

It's confusing that when you create a new request, it is automatically the next sequential number so if requests are put into an already-created section, the numbers appear out of order and causes client confusion at times trying to find a specific request. Able to be circumvented with the search option

Suralink is incredibly easy to use. It has streamlined the evidence gathering process immensely. Clients love it, our people love it. It is an amazing tool. It has transformed our engagements.

When you get to 100% on an engagement, the 100% doesn't fit on one line, it breaks into a second line. Is this a stupid "con"? Yes, most definitely, but it is the only "con" I have.

Ease of use and ability to designate access amongst client team members. Realtime updates for status are also very helpful and help to minimize emails and automate the sharing of documents. Overall it is the best solution to share documents with clients in an efficient, effective and secure way.

Have not received any negative feedback from other users or clients.